-42.7%
ACHR vs VCLT
-15.7%
-27.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | -0.7% | -0.5% | -0.2% | 0.0% |
| 30D | +9.8% | -0.9% | +10.7% | +11.1% |
| 3M | -10.5% | -3.2% | -7.3% | -6.3% |
| 6M | -15.5% | -3.8% | -11.7% | -10.5% |
| YTD | -24.1% | -2.0% | -22.1% | -21.4% |
| 1Y | -32.4% | -0.8% | -31.6% | -31.1% |
| 3Y | -11.6% | +12.3% | -23.9% | -21.1% |
| 5Y | -42.9% | -15.4% | -27.5% | -43.2% |
| All | -42.7% | -15.7% | -27.0% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VCLT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling